- Bank of America (Jacksonville, FL)
- …practical, innovative solutions to clients while focusing on retention and re-establishing client confidence. Wealth Management Fraud & Claims associates ... Wealth Management Fraud & Claims -...high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent… more
- Citigroup (Jacksonville, FL)
- …highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; ... clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible… more
- HUB International (Gainesville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines...new business and Account Managers with the processing and servicing of all personal lines accounts in accordance with… more
- Truist (Jacksonville, FL)
- …management and retail lending solutions OR, 5 or more years of sales and client management experience with a demonstrated ability to manage a portfolio of ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning, investments, and… more
- Bank of America (Jacksonville, FL)
- …lifecycle events, and collateral management + Conducts daily monitoring of client trading activity across multiple markets, servicing clients' needs + ... trading products like equities, fixed income, prime brokerage and wealth management . At Bank of America, our...+ Active Listening + Adaptability + Business Acumen + Client Management + Data Collection and Entry… more
- HUB International (Gainesville, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures… more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more